2023 Form 5500 filing — National Farmers Union Uniform Pension Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930135919NAL0009510512001) for National Farmers Union Uniform Pension Plan, reported by Midwest Agency, Llp under EIN 39-1933489 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,397,774
Participants16
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930135919NAL0009510512001
Plan sponsor
Midwest Agency, Llp
EIN
39-1933489
Plan number
001
Location
Lincoln, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$563K
Total expenses$277.4K
Benefits paid / distributions$244.9K
Full reported line items
Total assets (EOY)
$5,397,774
Total liabilities (EOY)
$0
Net assets (EOY)
$5,397,774
Total income / additions
$563,036
Benefits paid
$244,867
Administrative expenses
$32,568
Total expenses
$277,435
Net increase / (decrease)
$285,601

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930135919NAL0009510512001 cover?
It is the 2023 Form 5500 filing for National Farmers Union Uniform Pension Plan, reported by Midwest Agency, Llp (EIN 39-1933489).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages